EWM
Evercore Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Hold |
25,000
| – | – | 0.01% | 239 |
|
|
2025
Q1 | $655K | Hold |
25,000
| – | – | 0.01% | 250 |
|
|
2024
Q4 | $622K | Hold |
25,000
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $675K | Hold |
25,000
| – | – | 0.01% | 250 |
|
|
2024
Q2 | $636K | Hold |
25,000
| – | – | 0.01% | 257 |
|
|
2024
Q1 | $636K | Sell |
25,000
-330
| -1% | -$8.4K | 0.01% | 254 |
|
|
2023
Q4 | $619K | Hold |
25,330
| – | – | 0.01% | 258 |
|
|
2023
Q3 | $570K | Hold |
25,330
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $590K | Hold |
25,330
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $584K | Hold |
25,330
| – | – | 0.01% | 262 |
|
|
2022
Q4 | $547K | Hold |
25,330
| – | – | 0.01% | 260 |
|
|
2022
Q3 | $478K | Hold |
25,330
| – | – | 0.01% | 260 |
|
|
2022
Q2 | $543K | Hold |
25,330
| – | – | 0.01% | 255 |
|
|
2022
Q1 | $632K | Hold |
25,330
| – | – | 0.01% | 260 |
|
|
2021
Q4 | $661K | Hold |
25,330
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $656K | Buy |
+25,330
| New | +$656K | 0.01% | 258 |
|